Client Service Network Officer - Asset Transfer & Documentation Verification
Core
Middle office role supporting independent validation and timely delivery of client instructions/documents from Front to Back Office for processing.
Role type
Middle office operations officer (asset transfer & documentation)
Builds
Client account processing, fee processing, and audit confirmations
Domain
Wealth management / Banking
Deliverable
client delivery
Required skills
independent verification, document coordination, account closure processing, signature verification, audit confirmation preparation, risk control, multi-tasking
Preferred skills
back office functionality experience, asset transfer knowledge, MS Office/Macros/VBA proficiency
Responsibilities
Act as point of contact for Front office operational queries, perform independent verification of client instructions, coordinate document delivery between SG and HK, process account closures, support quarterly fee processing, perform signature verification, prepare audit confirmations
Seniority
Mid-level, experienced IC